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JP Morgan Private Wealth Advisors’s CTS Corp CTS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CTS Stock Details CTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,385
Closed -$217K – 1572
2023
Q1 		$217K Buy
+4,385
New +$196K ﹤0.01% 1801

Other funds holding CTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CTS Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of CTS Corp (CTS) in Q2 2023, closing a stake of 4,385 shares — an estimated $217K sold.

JP Morgan Private Wealth Advisors first reported a position in CTS in Q1 2023 and held it in 1 quarter. The position peaked at $217K in Q1 2023. 198 funds tracked by Wall St. Rank hold CTS as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining CTS Corp position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 4,385 CTS Corp shares in Q2 2023, an estimated $217K.
  • JP Morgan Private Wealth Advisors first reported a position in CTS Corp in Q1 2023 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's CTS Corp position peaked at $217K in Q1 2023.
  • 198 funds tracked by Wall St. Rank held CTS Corp as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.